New Business Events - Advice Type - Proposal

To be able to add a 'proposed' new business event so that pipeline business can be reported upon; but also the new business event itself can then be followed through the relevant stages i.e. from 'proposed' at report stage, to 'accepted' by the client at implementation stage, to 'active/in force' with the provider at completion stage, viewable under the relevant plan and case. Reportable as pipeline, in progress and completed new business events.

For example, a top-up of £10,000 into an ISA entered as a new business event under a case as a 'proposed' transaction for the linked plan. This can then be ‘accepted’ once the client agrees to go ahead with the proposal, then converts to 'active/in force' new business event.